Latest Institutional Transactions on First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information on the latest institutional transactions involving First Tr Enhanced Traded Fd Iv (FTSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-425- 3.3% |
$25.4K - $25.5K
|
12.5K
$747K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-919- 3.29% |
$54.9K - $55.2K
|
27K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.48K- 14.0% |
$148K - $149K
|
15.2K
$912K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-68.1K- 23.73% |
$4.07M - $4.09M
|
219K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.01K+ 17.66% |
$180K - $181K
|
20K
$1.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.62K- 13.45% |
$276K - $277K
|
29.7K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 59.21% |
$699K - $703K
|
31.5K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-952- 31.59% |
$56.9K - $57.1K
|
2.06K
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-8.49K- 53.82% |
$507K - $510K
|
7.29K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
5.78K+ 78.57% |
$345K - $347K
|
13.1K
$788K
|
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
498+ 11.38% |
$29.8K - $29.9K
|
4.87K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
315KNew |
$18.8M - $18.9M
|
315K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.7K+ 52.36% |
$1.3M - $1.3M
|
63.1K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
20.5K+ 10.0% |
$1.22M - $1.23M
|
225K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-65- 0.2% |
$3.88K - $3.9K
|
33K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
3.54K+ 22.1% |
$211K - $212K
|
19.5K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
9.32K+ 4.5% |
$557K - $560K
|
217K
$13M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-235- 1.2% |
$14K - $14.1K
|
19.4K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.23K+ 58.01% |
$193K - $194K
|
8.81K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-4.35K- 37.86% |
$260K - $261K
|
7.15K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33+ 0.47% |
$1.97K - $1.98K
|
7.1K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13.3K- 17.56% |
$792K - $796K
|
62.2K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-476- 8.34% |
$28.4K - $28.6K
|
5.23K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 18.23% |
$199K - $200K
|
14.9K
$896K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-51.4K- 18.89% |
$3.07M - $3.08M
|
220K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2.6K- 2.79% |
$156K - $156K
|
90.6K
$5.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
59+ 24.08% |
$3.52K - $3.54K
|
304
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.92K+ 4.41% |
$175K - $176K
|
69.3K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.51KNew |
$210K - $211K
|
3.51K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-859- 13.77% |
$51.3K - $51.6K
|
5.38K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1.28K- 97.49% |
$76.6K - $77K
|
33
$1.98K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-771- 9.74% |
$46.1K - $46.3K
|
7.15K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
992+ 3.37% |
$59.3K - $59.5K
|
30.4K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.52KNew |
$90.9K - $91.4K
|
1.52K
$91.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10+ 1.66% |
$597 - $600
|
612
$36.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-749- 5.17% |
$44.7K - $45K
|
13.7K
$824K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.97K+ 4.69% |
$177K - $178K
|
66.3K
$3.97M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-18.6K- 7.51% |
$1.11M - $1.12M
|
229K
$13.7M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.1KNew |
$3.11M - $3.13M
|
52.1K
$3.13M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8.03KNew |
$479K - $483K
|
8.03K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-258K- 42.42% |
$15.4M - $15.5M
|
350K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
38.7KNew |
$2.31M - $2.33M
|
38.7K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
150New |
$8.94K - $9.02K
|
150
$9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
364KNew |
$21.7M - $21.9M
|
364K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-12.8K- 14.67% |
$765K - $772K
|
74.6K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$1.36M - $1.38M
|
22.9K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.15K+ 23.73% |
$248K - $250K
|
21.7K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.72KNew |
$400K - $404K
|
6.72K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
72.9KNew |
$4.35M - $4.39M
|
72.9K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 13.21% |
$1.25K - $1.26K
|
138
$8.28K
|
|